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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (74559)	2/26/1999 10:36:00 AM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Tech: Well, I believe the market feels that if things are not good for the PC manufacturers they are not good for INTC who supplies the guts of the PC. What they are missing though is I dont think anyone is forecasting a decrease in SHIPMENTS merely some type of price war within the PC industry. So long as shipments stay up dont see why it would effect INTC unless they think INTC will have to reduce its prices so the PC manufacturers can keep their profits up. To that I would reply, FAT CHANCE. INTC commands such a large part of the market and their name recognition HELPS sell PC's . I see no reason that INTC should have to underwrite PC profitablility. JDN

To: t2 who wrote (74559)	2/26/1999 10:48:00 AM
From: xstuckey	Read Replies (5) \| Respond to of 186894

Re: No reason for sell-off This may be the reason. Unfortunately, this article came out too late to appear in the print edition of the WSJ, so it hasn't been widely reported yet. AMD Beats Out Intel for Top Spot In January Retail PC-Chip Figures An INTERACTIVE JOURNAL News Roundup Desktop personal computers running on microprocessors made by Advanced Micro Devices Inc. outsold all Intel Corp.-based desktop PCs in the U.S. retail market in January, according to PC Data's January Retail Hardware Report. PC Data, Reston, Va., said AMD-K6 processors accounted for 43.9% of all desktop PC processor unit sales in January. Intel had 40.3% of the market, falling out of the top spot for the first time, and National Semiconductor Corp.'s Cyrix Corp. was third in the market with 15.8%. The report is the latest good news for AMD, which has been challenging Intel in the expanding market for low-cost PCs but has little profit to show for it. Last Friday, Gateway Inc., in a major departure from its past reliance on Intel, said it agreed to use AMD microprocessors in future personal computers. "This is the first time that a processor family, other than one manufactured by Intel, led the U.S. retail market," said Stephen Baker, senior hardware analyst at PC Data. PC Data said total U.S. retail processor sales rose 21.7% in January from last year on 180% growth in the sub-$1,000 segment of PCs. January's best-selling individual PC at retail was Hewlett-Packard Co.'s Hewlett-Packard 4450, with an average selling price of $874. Compaq Computer Corp.'s Compaq Presario 5204 was second in January with an average selling price of $799, and the Hewlett-Packard 4440 was third with an average retail price of $732. PC Data provides point-of-sale data on software and hardware sales. Best Trading, X